See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,885 | $167,307-43.3% | $143,757-34.0% | $134,475-29.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.87% | 0.46%-6.3pp | -0.04%-5.8pp | 417.96%-423.8pp |
| Employer contribution / active EE | $4,548 | $5,619-19.1% | $4,951-8.1% | $4,740-4.0% |
| Participant deferral / active EE | $8,458 | $6,446+31.2% | $5,637+50.0% | $6,400+32.2% |
| Admin fee / account holder | $7,086 | $18,088-60.8% | $14,673-51.7% | $11,426-38.0% |